$23.1M Total AUM
$23.1M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-13-2017
- Office Locations
- 1
Office Locations
-- Arlington MA
About Stardust Wealth Strategies
Stardust Wealth Strategies is an Arlington, MA RIA providing individualized financial planning, investment guidance, and tax planning for accomplished professionals—especially employees and executives at public tech companies and pre-IPO startups navigating equity compensation and concentrated stock positions. Portfolios commonly use ETFs and public funds, custodied primarily at Charles Schwab.
Team overview
-- AVG AGE
$23.1M AVG AUM / ADVISOR
$890.4K AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
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Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
Aletta Wallace Tibbetts
Agent, Chief Compliance Officer, PRINCIPAL
- CRD
- #6825874
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,149,919 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,149,919 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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